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Secure Wealth, Inc.

● SEC registered since 2025CRD 290572SEC# 801-134047Boca Raton, FL
Export (members)
Reg. AUM
$113M
Employees
3
Accounts
233
Location
Boca Raton, FL

Secure Wealth, Inc. assets under management

Secure Wealth, Inc. is an SEC-registered investment adviser based in Boca Raton, FL. The firm has been registered since 2025. It reports $113 million in regulatory assets under management and employs 3 people.
www.youtube.com/channel/uc7pyn-_wajkmamqemalyqView on SEC.gov ↗

Secure Wealth, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Richard Scott Ehrlich ControlPresident/CcoOver 75%2017

Frequently asked questions

How much does Secure Wealth, Inc. manage?

Secure Wealth, Inc. reports $113 million in regulatory assets under management on its Form ADV.

How many employees does Secure Wealth, Inc. have?

Secure Wealth, Inc. reports 3 employees.

Where is Secure Wealth, Inc. located?

Secure Wealth, Inc. is based in Boca Raton, FL and has been SEC-registered since 2025.

Does Secure Wealth, Inc. disclose fund performance?

Secure Wealth, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7280 W. Palmetto Park Road, Suite 201n, Boca Raton, FL 33433
Phone561-340-2667
Fax561-362-2294
Office hours9A-5P
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$113M
Non-discretionary$0
Total (RAUM)$113M